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Advisory Alpha’s Casella Waste Systems CWST Stock Holding History

Advisory Alpha’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-200
Closed -$12K – 216
2020
Q3 		$12K Buy
+200
New +$10.9K ﹤0.01% 398
2020
Q2 		– Sell
-200
Closed -$8.74K – 190
2020
Q1 		$8.74K Hold
200
– – ﹤0.01% 423
2019
Q4 		$9.74K Sell
200
-150
-43% -$6.62K ﹤0.01% 504
2019
Q3 		$15.2K Buy
+350
New +$15.2K ﹤0.01% 406
2019
Q2 		– Sell
-450
Closed -$16.9K – 223
2019
Q1 		$16.9K Buy
+450
New +$14.7K 0.01% 354

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return